Quick Tip Videos

Quick Tip videos are presentations that visually walk through tasks in StyleADVISOR. Below is a list of the individual Quick Tip videos. You will need Windows Media Player to view the videos.

StyleADVISOR: Help Topics

What is the difference between the “original” BTRIEVE format and the SQL format?
Why won’t my workbook allow me to do most recent date?
What is returns based style analysis?
How do I create a blend?
What is a style benchmark?
How can I account for changes in the make-up of a blend?
How do I get my workbooks to update automatically?
How can I run “what-if” changes to a blend?

AllocationADVISOR: Help Topics

How do I cruise up and down the efficient frontier?
What is the “active portfolio”?
What if I want to compare my model portfolios vs. the efficient frontier?
How do I select the graphs, charts, and tables I want to look at in AllocationADVISOR?

GALLERY

Notes Pane
Scan Search
Manager Style Graph
Asset Allocation Graph